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Daymark Wealth Partners’s Hershey HSY Stock Holding History

Daymark Wealth Partners’s Portfolio HSY Stock Details HSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$633K Sell
3,611
-238
-6% -$44.9K 0.02% 424
2026
Q1 		$800K Buy
3,849
+289
+8% +$60.9K 0.03% 334
2025
Q4 		$648K Buy
3,560
+40
+1% +$7.31K 0.02% 343
2025
Q3 		$658K Buy
3,520
+637
+22% +$116K 0.02% 332
2025
Q2 		$478K Sell
2,883
-6
-0.2% -$989 0.02% 360
2025
Q1 		$494K Buy
2,889
+121
+4% +$19.8K 0.02% 332
2024
Q4 		$469K Buy
2,768
+16
+0.6% +$2.87K 0.02% 330
2024
Q3 		$528K Buy
2,752
+6
+0.2% +$1.17K 0.02% 328
2024
Q2 		$505K Buy
2,746
+624
+29% +$121K 0.02% 319
2024
Q1 		$413K Buy
2,122
+51
+2% +$9.84K 0.02% 287
2023
Q4 		$386K Sell
2,071
-27
-1% -$5.12K 0.02% 283
2023
Q3 		$420K Sell
2,098
-130
-6% -$29.1K 0.03% 259
2023
Q2 		$556K Buy
+2,228
New +$584K 0.04% 221

Other funds holding HSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Daymark Wealth Partners's HSY Position: Q2 2026 in Review

Daymark Wealth Partners reduced its Hershey (HSY) stake by 6.2% in Q2 2026, selling an estimated $44.9K and leaving 3,611 shares worth $633K. The position accounts for 0.02% of the portfolio, ranked #424.

Daymark Wealth Partners first reported a position in HSY in Q2 2023 and has held it in 13 quarters since. The position peaked at $800K in Q1 2026. 1,408 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Daymark Wealth Partners held 3,611 shares of Hershey worth $633K as of Q2 2026.
  • Daymark Wealth Partners sold 238 Hershey shares in Q2 2026, an estimated $44.9K.
  • Hershey made up 0.02% of Daymark Wealth Partners's portfolio in Q2 2026, its #424 holding.
  • Daymark Wealth Partners first reported a position in Hershey in Q2 2023 and has held it in 13 quarters since.
  • Daymark Wealth Partners's Hershey position peaked at $800K in Q1 2026.
  • 1,408 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.